About me
I’m the founder of a boutique Family Office dedicated to optimizing the wealth, lives, and legacies of high-net-worth families. A born optimizer, I guide clients through a deep discovery process to craft personalized strategies, collaborating with top professionals to go beyond traditional wealth management.
I believe in living your legacy—intentionally shaping the world you want to see and contributing to causes that matter. Philanthropic planning is central to my work, helping clients align their wealth with their values to create meaningful, lasting impact.
My passion stems from personal experience. Born in China, my family endured a re-education camp and survived a devastating earthquake that claimed 250,000 lives. These challenges strengthened my resilience and drive to optimize every situation, live an extraordinary life, and help others do the same.
For the past six years, I’ve served on the Professional Advisors Council at the San Francisco Foundation, where I’ve been deeply inspired by the generosity of donors and the transformative work SFF does in the community.
As Board President of Oakland Ballet and a champion for education, I lead by example—helping others build their own legacy of impact and create a better future for generations to come.
What is an organization you are passionate about?
Immigration is one of the most pressing issues of our time. Looking back just over a century ago, when immigrants were incarcerated and interrogated at Angel Island Immigration Station (AIIS), offers a stark reminder of how history continues to repeat itself. These stories are not just echoes of the past—they remain deeply relevant to the challenges we face today.
In times of struggle, art has the power to heal, remember, and inspire. The Oakland Ballet’s groundbreaking production, Angel Island Project, is a breathtaking 90-minute performance that transforms a painful chapter of American history into a moving tribute to resilience and hope. It brings to life the haunting poems carved into the walls of AIIS between 1910 and 1942—words of longing, perseverance, and unbreakable spirit. More than a history lesson, the Angel Island Project speaks to the universal human experience—the shared dreams of a better life and the hopes for a brighter future to which we all aspire.
Experiencing the evocative movement and storytelling of the Angel Island Project has been profoundly moving. This powerful production will be previewed at Angel Island Immigration Station on March 22 and 29, followed by its world premiere on May 4 at the Paramount Theatre in Oakland. Beyond these performances, Oakland Ballet is spearheading an ambitious effort to bring this production to schools and communities across the country, ensuring that these voices are not forgotten and that their stories continue to inspire action and change.
Closing thoughts
To bring this vision to life and extend its reach, Oakland Ballet has launched an unprecedented $500,000 fundraising campaign for the Angel Island Project. This funding will not only support the production itself but also expand its impact far beyond Oakland and the San Francisco Bay Area, ensuring that this vital story is shared across the country.
I invite you to join us in bringing these untold stories to life. Attend a rehearsal (by advance reservation) and witness firsthand how art—through music, movement, and poetry—has the power to provoke thought, stir emotions, and inspire change.
